FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.


Cornerstone’s clients benefit from having both financial planners and tax professionals working together to ensure that their futures are as financially secure as possible.

Jeff Lamb,  who is the managing member of tax solutions at Cornerstone Tax Group, regularly sees the benefits of this union.  Jeff’s experience includes 8 years of employment with the Internal Revenue Service as a Tax Auditor and a Revenue Officer and 20 years as a partner in a tax and financial planning firm.

Tax Preparation Services

  • Business Entity Selection and Set Up (Sole Proprietor, Corporation, LLC)
  • Income Tax Preparation
    • Individual Tax Returns
    • Corporate Tax Returns
    • Partnership Tax Returns
    • Trust Tax Returns
  • Tax Accounting
  • QuickBooks
  • Payroll Services

Financial Planning & Risk Management

While the tax group provides skillful tax preparation services, we believe that holistic financial planning and risk management is even more effective.

  • Financial Services
    • Retirement Planning (IRA, Roth, SEP, 401K)
    • Employee Benefit Plans
    • Investment Services
  • Risk Management
    • Insurance (Property and Casualty)

The financial and tax advisors at Cornerstone are able to validate each other’s recommendations and decisions when working with clients.

Here are a few things to consider in determining just how “comprehensive” an advisor truly is:

  • How much time is spent discussing your goals before recommendations are made?
  • What role does your advisor play in your income tax preparation?
  • Does your advisor review your estate planning, insurance, cash flow, recordkeeping, and income tax planning needs in conjunction with your business and investment strategy?

Visit the Cornerstone Tax Group website for additional information.